Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 37% | 0.09% | — |
| 2 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 37% | 0.18% | — |
| 3 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 36% | 0.00% | Morgan Stanley Investment Management Inc. |
| 4 | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF · USNZ cheaper diff. adviser | 36% | 0.10% | DBX Advisors LLC |
| 5 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 36% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 6 | ProShares S&P 500 Ex-Energy ETF · SPXE cheaper diff. adviser | 36% | 0.09% | PROSHARE ADVISORS LLC |
| 7 | Invesco MSCI North America Climate ETF cheaper diff. adviser | 36% | 0.09% | Invesco Capital Management LLC |
| 8 | State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF · SPYX cheaper diff. adviser | 35% | 0.20% | SSGA Funds Management, Inc. |
| 9 | iShares Morningstar U.S. Equity ETF · ILCB cheaper diff. adviser | 35% | 0.03% | BlackRock Fund Advisors |
| 10 | JPMORGAN BETABUILDERS U.S. EQUITY ETF · BBUS cheaper diff. adviser | 35% | 0.02% | J.P. Morgan Investment Management, Inc. |
| 11 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper | 35% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 12 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF · GUSA cheaper | 35% | 0.10% | Goldman Sachs Asset Management, L.P. |
| 13 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 35% | 0.03% | Franklin Advisory Services, LLC |
| 14 | Fidelity Flex 500 Index Fund · FDFIX cheaper diff. adviser | 35% | 0.00% | Fidelity Management & Research Company LLC |
| 15 | Schwab U.S. Large-Cap ETF · SCHX cheaper diff. adviser | 35% | 0.03% | Charles Schwab Investment Management, Inc. |
| 16 | Wilmington Large-Cap Strategy Fund · WMLIX cheaper diff. adviser | 35% | 0.25% | Wilmington Funds Management Corporation |
| 17 | Schwab 1000 Index Fund · SNXFX cheaper diff. adviser | 35% | 0.05% | Charles Schwab Investment Management, Inc. |
| 18 | Strive 500 ETF · STRV cheaper diff. adviser | 35% | 0.05% | Empowered Funds, LLC d/b/a EA Advisers |
| 19 | NEOS Boosted S&P 500(R) High Income ETF | 35% | — | — |
| 20 | E*TRADE No Fee Total Market Index Fund · ETTOX cheaper diff. adviser | 35% | 0.00% | Morgan Stanley Investment Management Inc. |
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